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By

Harshini Harsthavaram

on

September 15, 2023

Blog |

Biz with Swipe

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Product FAQs

How to record TDS on the web

How to record TDS on the web

Step 1: Go to “Sales”, and Select “Invoices”.

Now, click on "Create Invoice” from the top right-hand corner of the screen.

Step 2: Fill in the customer's details.

You can select existing customers from the drop drop-down list or add new customers by typing in their details manually.

(And fill in the necessary details like due date, reference number, etc.)

Step 3: Fill in the details of the products.

You can select existing products from the drop-down list or add new products by typing in their details manually.

To add more products, click on ‘+ Add New Product’, which will add new item rows.

‍Also, Click on ‘+ Add to bill’ and add the rest of the product details like quantity, category, discount, etc.

Step 4: Fill in other required details and add TDS

Add additional charges (if applicable) and create or edit notes, as well as terms and conditions.

Now, switch on the “TDS Applicable” toggle bar under the “Add Payment” section and select the TDS section from the drop-down menu.

Step 8: Add your signature and click “Save”.

Your Invoice is ready.

You can now share it via WhatsApp, SMS, or Email with your customers.

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